+9.7%
INGM vs VT
+35.4%
-25.8%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +2.6% | +0.8% | -0.1% |
| 7D | -2.5% | +0.4% | -2.8% | -2.9% |
| 30D | -5.1% | -2.6% | -2.5% | -1.6% |
| 3M | -7.1% | -3.2% | -3.8% | -2.7% |
| 6M | -2.7% | +0.9% | -3.6% | -3.7% |
| YTD | +24.5% | +11.3% | +13.2% | +6.7% |
| 1Y | +21.8% | +14.0% | +7.8% | +0.7% |
| All | +9.7% | +35.4% | -25.8% | -28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling